Institutions / Perennial Advisors, LLC
Perennial Advisors, LLC
CIK 1697360 · Institution · as of Dec 31, 2025
Portfolio value
$596.43M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $35.94M | 6.0% |
| Apple Inc. | $33.16M | 5.6% |
| Alphabet Inc. | $28.46M | 4.8% |
| Berkshire Hathaway Inc Del | $24.91M | 4.2% |
| NVIDIA Corp | $24.79M | 4.2% |
| Amphenol Corp /De | $23.52M | 3.9% |
| Amazon.com Inc | $20.53M | 3.4% |
| JPMorgan Chase & Co | $18.22M | 3.1% |
| American Express Co | $18.03M | 3.0% |
| SPDR Gold Tr | $17.21M | 2.9% |
| KKR & Co. Inc. | $14.59M | 2.4% |
| Mastercard Inc | $14.21M | 2.4% |
| Visa Inc | $13.29M | 2.2% |
| Meta Platforms Inc | $11.85M | 2.0% |
| Costco Wholesale Corp /New | $11.54M | 1.9% |
| Johnson & Johnson | $10.47M | 1.8% |
| Cisco Systems, Inc. | $10.35M | 1.7% |
| J P Morgan Exchange Traded F | $10.16M | 1.7% |
| Thermo Fisher Scientific Inc. | $9.69M | 1.6% |
| Honeywell International Inc | $8.85M | 1.5% |
| iShares Tr | $8.71M | 1.5% |
| General Dynamics Corp | $8.63M | 1.4% |
| Mcdonald'S Corp | $8.49M | 1.4% |
| Union Pacific Corp | $8.45M | 1.4% |
| SPDR S&P 500 ETF Tr | $8.38M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.